JWA
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JFS Wealth Advisors’s StoneX SNEX Stock Holding History

JFS Wealth Advisors’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.24K Buy
78
+13
+20% +$1.46K ﹤0.01% 1043
2026
Q1 		$5.24K Sell
65
-1
-2% -$76 ﹤0.01% 1181
2025
Q4 		$4.19K Buy
66
+12
+22% +$754 ﹤0.01% 1308
2025
Q3 		$3.63K Hold
54
– – ﹤0.01% 1243
2025
Q2 		$3.28K Buy
54
+9
+20% +$507 ﹤0.01% 1236
2025
Q1 		$2.29K Buy
45
+11
+32% +$553 ﹤0.01% 1419
2024
Q4 		$1.47K Buy
34
+9
+36% +$378 ﹤0.01% 1584
2024
Q3 		$901 Buy
25
+2
+9% +$71 ﹤0.01% 1716
2024
Q2 		$754 Hold
23
– – ﹤0.01% 1732
2024
Q1 		$703 Hold
23
– – ﹤0.01% 1728
2023
Q4 		$739 Sell
23
-1
-4% -$28 ﹤0.01% 1719
2023
Q3 		$679 Buy
24
+4
+20% +$110 ﹤0.01% 1679
2023
Q2 		$499 Buy
20
+6
+43% +$161 ﹤0.01% 1759
2023
Q1 		$415 Buy
14
+11
+367% +$314 ﹤0.01% 1744
2022
Q4 		$95 Buy
+3
New +$83 ﹤0.01% 1883

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return